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Disclosery

Bogart Wealth, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on VOO, newest first. How the timeline and the estimate are built.

Bogart Wealth, LLC held 287,374 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,374 shares
    Change vs previous 13F +36,593 shares

    6.77% of the 13F portfolio, value $197,371,031.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 250,781 shares
    Change vs previous 13F +4,420 shares

    5.78% of the 13F portfolio, value $149,853,980.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 246,361 shares
    Change vs previous 13F -161 shares

    6.2% of the 13F portfolio, value $154,500,355.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 246,522 shares
    Change vs previous 13F -1,063 shares

    6.12% of the 13F portfolio, value $150,965,116.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 247,585 shares
    Change vs previous 13F +4,170 shares

    6.01% of the 13F portfolio, value $140,635,829.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 243,415 shares
    Change vs previous 13F +438 shares

    5.91% of the 13F portfolio, value $125,093,649.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 242,977 shares
    Change vs previous 13F +431 shares

    6.21% of the 13F portfolio, value $130,918,378.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 242,546 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $127,984,138.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).